Holdings
Stanley Capital Management, LLC
As of Jun 30, 2026, Stanley Capital Management, LLC reported 35 positions worth US$730M. Largest: Applied Materials, Inc., Vertiv Holdings, Llc and Marvell Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 77,800 | US$56.2M | −21,000 | Jun 30, 2026 |
| Vertiv Holdings, Llc | 160K | US$53.5M | −31,006 | Jun 30, 2026 |
| Marvell Technology, Inc. | 166K | US$49.4M | −17,000 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 93,478 | US$33.4M | −221 | Jun 30, 2026 |
| Regal Rexnord Corporation | 134K | US$31.8M | no change | Jun 30, 2026 |
| Vestis Corporation | 2.04M | US$29.6M | +100K | Jun 30, 2026 |
| Elevance Health, Inc. | 72,819 | US$28.2M | +14,300 | Jun 30, 2026 |
| Bloom Energy Corporation | 89,800 | US$27.2M | −27,200 | Jun 30, 2026 |
| Corpay, Inc. | 79,790 | US$26.6M | no change | Jun 30, 2026 |
| Centene Corporation | 410K | US$26.3M | +85,000 | Jun 30, 2026 |